DODGE & COX

CIK: 0000200217SEC EDGAR →

Portfolio Value

$185.1M

Holdings

222

As of

Q4 2025

New Positions

217

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

The Charles Schwab Corp.

76,513,926$7.6M
4.13%
2

Johnson Controls International PLC

60,382,969$7.2M
3.91%
3

RTX Corp.

37,571,811$6.9M
3.72%
4

CVS Health Corp.

62,509,988$5.0M
2.68%
5

FedEx Corp.

15,582,168$4.5M
2.43%
6

MetLife, Inc.

52,252,050$4.1M
2.23%
7

Alphabet, Inc.

12,875,798$4.0M
2.18%
8

Booking Holdings, Inc.

732,081$3.9M
2.12%
9

Microsoft Corp.

7,441,750$3.6M
1.94%
10

Regeneron Pharmaceuticals, Inc.

4,596,358$3.5M
1.92%

Quarterly Changes

Top Buys

BKNG↑ Increased
$3.9M
REGN↑ Increased
$3.5M
META↑ Increased
$3.3M
BNNEW
$1.9M
FISV↑ Increased
$1.7M

Top Sells

MSFT↓ Decreased
$3.6M
GS↓ Decreased
$1.5M
SATS↓ Decreased
$897K
BK↓ Decreased
$800K
BAC↓ Decreased
$682K

New Positions (10)

$1.9M · 41.3M shares
$843K · 9.8M shares
$503K · 4.4M shares
$227K · 881K shares
$67K · 32K shares
$1K · 28K shares
$1K · 24K shares
$0 · 8K shares
$0 · 3K shares
$0 · 5K shares

Closed Positions (7)

$345K · 7.9M shares
$173K · 64.2M shares
$116K · 5.4M shares
$1K · 24K shares
$572 · 2K shares
$361 · 15K shares
$219 · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare35$42.6M23.0%
Financial Services35$35.1M19.0%
Industrials19$25.5M13.8%
Communication Services16$20.7M11.2%
Technology30$19.9M10.7%
Consumer Cyclical17$12.2M6.6%
Basic Materials15$8.0M4.3%
Energy15$7.9M4.3%
Real Estate3$4.7M2.6%
Consumer Defensive18$4.0M2.2%
Utilities5$2.5M1.3%
Unknown14$2.0M1.1%